$NET laid off 20% of its employees, while it grew 34%. Why? That's one of the questions answered in the new Potential Multibaggers article! 💡 What else? Why dropping gross margins are actually good (really, no BS). Why the hyperscalers' data center build-out will reach its limits and how Cloudflare can help. Why OpenAI, Anthropic, Figma, Lovable and so many AI-first companies build on $NET. Why $NET will profit from agentic AI and the new internet. How $NET is trying to solve the $GOOGL Zero problem. And so much more (quality update, valuation...) See bio for article.

Happy Father's Day to all fathers! I've been spoiled this morning. 🥰🥰

$NET laid off 20% of its employees, while it grew 34%. Why? That's one of the questions answered in the new Potential Multibaggers article! 💡 What else? Why dropping gross margins are actually good (really, no BS). Why the hyperscalers' data center build-out will reach its limits and how Cloudflare can help. Why OpenAI, Anthropic, Figma, Lovable and so many AI-first companies build on $NET. Why $NET will profit from agentic AI and the new internet. How $NET is trying to solve the $GOOGL Zero problem. And so much more (quality update, valuation...) See bio for article.

Save the time that you check your stocks 30 times a day and go read a great article, start a book, watch a video, listen to a podcast instead and you'll be a much better investor.

When you are a stock market nerd... $NET

Guia recomendable para los interesados en @Cloudflare , TOP 1 de mi cartera de acciones $NET

If you still think the market is efficient after the SpaceX IPO, you should get your head checked. 😂

1600-day streak on $DUOL. ✅

Some see Jesse Livermore as the best trader ever. I see a gambler who lost everything. He started with just $232.82 at the age of 14 (in today's money). At 23, he had more than $2M, but he lost it all at 24 (and then some). He had more than $15.5M at age 29 and lost it all that same year. That's pathetic behavior. Never enough. 2 years later: $194.2M; 6 years later: down $ 34.9 M. At 52, he had more than $2B but at 57, he had $134M in debt. Won it back at 60, lost it again at 63. That's when he committed suicide. A gambler who didn't know what was enough, 3 bankruptcies, multiple divorces, and making use of a market that was not yet regulated. It's an entertaining character, even charismatic. And sure, he had some timeless lessons. But he forgot his own most important insight: "The biggest enemy is yourself." Not my type of guy.

What's a stock you want to have in your portfolio but still don't? Bonus: give the reason. I'll start. $PLTR Reason: first I didn't understand it and when I did (more or less), valuation.

Gemini and Claude have been buggy lately for me. I have the paid plan for both (Gemini included in Google Workspace). $GOOGL Have you experienced this lately?

$CELH is starting to look interesting here. At a high teens P/E and roughly a 4% FCF yield, a lot of the optimism that once surrounded the stock has already been reset. That said, I’d probably be more interested closer to a 5% FCF yield, which would imply roughly another 20% margin of safety. Consumer brands can be wonderful investments, but a little extra margin of safety never hurts. 🌹

It's funny because it's true. 😂

Interesting blog post on the Topicus website $TOI.V AI lowers the barrier to building software, not the bar for running it in production. In mission-critical, regulated domains, deep expertise becomes more valuable, not less, and vertical AI amplifies that expertise rather than erasing it. topicus.nl/nieuws-en-kennis/…

If you still believe in price targets, please let this convince you to stop attaching any credibility to them.

The new Overview Of The Week is out! 🥳 When Good News Is Bad News with: Why you should not invest in the SpaceX IPO. Is there an earnings bubble like the one that preceded the Great Financial Crisis? The strong job report sent the markets down a lot on Friday. But the underlying trend (cooling) has not changed. So, what's happening? And much more. See my bio for the link.

One of the hardest things in investing is holding two opposing ideas at once. AI can be overhyped, but at the same time, the earnings growth can still mean some businesses are great buys now. Some stocks can be in a bubble, while others will be exceptional long-term winners.